Mission Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Mission Wealth Management’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,136	Closed	-$82.6K	–	751
2025 Q3	$82.6K	Buy	5,136 +83	+2%	+$1.33K	﹤0.01%	692
2025 Q2	$82.2K	Buy	5,053 +81	+2%	+$1.3K	﹤0.01%	672
2025 Q1	$80.2K	Buy	4,972 +80	+2%	+$1.29K	﹤0.01%	657
2024 Q4	$78.1K	Buy	4,892 +80	+2%	+$1.3K	﹤0.01%	647
2024 Q3	$78.5K	Buy	+4,812	New	+$78.6K	﹤0.01%	665

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mission Wealth Management's MIN Position: Q4 2025 in Review

Mission Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2025, closing a stake of 5,136 shares — an estimated $82.6K sold.

Mission Wealth Management first reported a position in MIN in Q3 2024 and held it in 5 quarters. The position peaked at $82.6K in Q3 2025. 87 funds tracked by Wall St. Rank hold MIN as of Q4 2025.

Mission Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2025 after selling out during the quarter.
Mission Wealth Management sold 5,136 Aberdeen Intermediate Income Fund shares in Q4 2025, an estimated $82.6K.
Mission Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2024 and held it in 5 quarters.
Mission Wealth Management's Aberdeen Intermediate Income Fund position peaked at $82.6K in Q3 2025.
87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.